Sequent Planning LLC Wisdomtree Tr Managed Futures Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Sequent Planning LLC holds 13,093 shares of WTMF stock, worth $447,518. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,093
Previous 12,523
4.55%
Holding current value
$447,518
Previous $445 Million
2.81%
% of portfolio
0.17%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
78Shares Held
4.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.21MShares$41.5 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS551KShares$18.8 Million0.23% of portfolio
-
O'Dell Group, LLC Cincinnati, OH317KShares$10.8 Million2.58% of portfolio
-
Stewardship Advisors, LLC231KShares$7.88 Million2.36% of portfolio
-
Avestar Capital, LLC172KShares$5.89 Million0.54% of portfolio